NYSE$PSA

Public Storage · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Reported strong performance driven by the strength and quality of assets and management team, backed by industry-leading platforms.

Public Storage reported a significant increase in net income allocable to common shareholders, driven by a gain on the sale of its equity investment in PS Business Parks, increased self-storage net operating income, and foreign currency exchange gains.

  • Net income allocable to common shareholders was $15.38 per diluted share.
  • Core FFO allocable to common shareholders increased by 20.8% to $4.13 per diluted share.
  • Same Store direct net operating income increased by 16.5%, resulting from a 14.7% increase in Same Store revenues.
  • Acquired 24 self-storage facilities with 1.7 million net rentable square feet for $250.6 million.

Headline financials

Total Revenue

$1.09B

Previous: $895M+21.6%
EPS (adj)

$4.13

Previous: $3.42+20.8%
Capital Expenditures

-$529M

Previous: -$2.85B+81.4%
Free Cash Flow

$2.24B

Previous: -$2.36B+195.1%
Net Income

$2.77B

Previous: $490M+465.0%
Operating Income

$1.04B

Previous: $452M+130.0%
Gross Profit

$1.09B

Previous: $658M+65.3%
Cash & Equivalents

$884M

Previous: $958M-7.8%
Total Assets

$17.5B

Previous: $15.3B+14.2%
Stock-Based Comp

$13.7M

Previous: $15M-8.2%

Revenue & EPS history

Public Storage · Revenue · Quarterly

$1.09B

Q3 2022+21.6%vs Q3 2021
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Public Storage · $60.8M total across 1 segment · Q3 2022

  • Ancillary Operations
    $60.8M+11.6%

Forward guidance

Public Storage provided guidance for the year ending December 31, 2022, including estimates for Same Store revenue growth, expense growth, net operating income growth, acquisitions, development openings, Non-Same Store net operating income, ancillary net operating income, general and administrative expense, interest expense, preferred dividends, capital expenditures, and Core FFO per share.

Tailwinds

  • Same Store Revenue growth between 13.50% and 15.00%.
  • Same Store Net Operating Income growth between 15.40% and 18.00%.
  • Acquisitions of $800,000.
  • Development openings of $250,000.
  • Ancillary net operating income between $160,000 and $165,000.

Headwinds

  • Expense growth between 6.00% and 8.00%.
  • General and administrative expense between $105,000 and $111,000.
  • Interest expense of $140,000.
  • Preferred dividends of $195,000.
  • Capital expenditures between $400,000 and $450,000.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2022

Historical avgQ3 2022

-0.5%

Avg return

Earnings day

-0.7%

Avg return

5 days after

+0.6%

Avg return

30 days after

45%

33 / 73 earnings

Positive

+5.4%

Q4 2015

Best reaction

-8.6%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.2%-1.3%+1.0%
Q4 2025+2.7%+2.3%+1.8%
Q3 2025-2.8%-4.6%-5.1%
Q2 2025-5.8%-2.4%+2.1%
Q1 2025-0.1%-0.8%+2.7%
Q4 2024+1.7%+0.1%-3.8%
Q3 2024-0.7%+0.4%+5.1%
Q2 2024-2.3%+3.0%+12.9%
Q1 2024-1.1%+1.1%+2.0%
Q4 2023+2.5%+1.2%+0.1%
Q3 2023+0.1%+6.2%+8.1%
Q2 2023+2.7%+1.3%-1.3%
Q1 2023+1.2%+3.7%+0.6%
Q4 2022-2.2%-1.9%-5.6%
Q3 2022-8.6%-10.3%-4.6%
Q2 2022+0.9%+4.4%+1.4%
Q1 2022-1.4%-6.4%-7.5%
Q4 2021+2.9%+5.6%+8.6%
Q3 2021+1.7%-2.8%-2.0%
Q2 2021-1.4%-2.0%+6.4%
Q1 2021+1.6%+1.1%+2.7%
Q4 2020+0.4%-4.3%+0.9%
Q3 2020-2.0%-5.7%-4.7%
Q2 2020-2.6%+0.6%+5.3%
Q1 2020-1.3%-3.9%+8.6%
Q4 2019+0.8%-7.7%-17.1%
Q3 2019-4.0%-5.7%-8.8%
Q2 2019+0.0%+2.8%+8.0%
Q1 2019+2.6%+2.5%+7.6%
Q4 2018+4.1%+5.3%+8.7%
Q3 2018-0.3%-3.3%+2.8%
Q2 2018-3.5%-0.9%-2.4%
Q1 2018+3.1%+4.1%+7.6%
Q4 2017+1.1%+3.7%+3.7%
Q3 2017-2.8%-0.6%+1.3%
Q2 2017-4.5%-1.0%-1.9%
Q1 2017-5.6%-8.1%-4.1%
Q4 2016-0.3%+0.1%-2.1%
Q3 2016-4.8%+0.6%-3.1%
Q2 2016-4.7%-4.6%-10.6%
Q1 2016-4.0%
Q4 2015+5.4%
Q3 2015-1.7%
Q2 2015-0.2%
Q1 2015+0.8%
Q4 2014-1.5%
Q3 2014+2.9%
Q2 2014-1.5%
Q1 2014-2.8%
Q4 2013-0.0%
Q3 2013+0.8%
Q2 2013+0.9%
Q1 2013-0.8%
Q4 2012-0.0%
Q3 2012+1.6%
Q2 2012-1.7%
Q1 2012-3.4%
Q4 2011-1.5%
Q3 2011+1.5%
Q2 2011+2.2%
Q1 2011+0.6%
Q4 2010-2.8%
Q3 2010-3.3%
Q2 2010+1.2%
Q1 2009+5.3%
Q1 2010-0.8%
Q4 2009+3.6%
Q4 2007+3.6%
Q3 2008+3.6%
Q3 2009+3.6%
Q2 2009-6.1%
Q2 2008-6.1%
Q4 2008-6.1%

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